See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,152 | $179,726-79.3% | $156,263-76.2% | $142,382-73.9% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.9%-5.2pp | 80.1%-6.4pp |
| Annual return | 22.18% | 77.86%-55.7pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,045 | $5,069-39.9% | $4,333-29.7% | $4,299-29.2% |
| Participant deferral / active EE | $4,559 | $6,956-34.5% | $6,158-26.0% | $6,507-29.9% |
| Admin fee / account holder | $311 | $17,272-98.2% | $14,255-97.8% | $12,624-97.5% |